Thinking About Investing in Small Businesses? - Palma Financial

Have you been thinking about investing in small businesses this year or next?

If you pursue a new opportunity WITHOUT proper tax planning, there could be negative consequences from a tax perspective.

The tax structure is essential because it dictates how business income is taxed, who is liable for it, and how much tax is levied.

But the tax structure goes deeper than that. It also determines:

  • How profits and losses are allocated
  • How ownership is transferred
  • How do the entity’s liabilities impact you

Before you make a new business investment, let’s talk: [schedule a time here]